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<p class=MsoNormal><b style='mso-bidi-font-weight:normal'><span
style='font-size:16.0pt;font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>客户信息管理</span></b><span lang=EN-US
style='font-size:16.0pt'><o:p></o:p></span></p>

<p class=MsoNormal style='margin-left:21.0pt;text-indent:21.0pt'><span
style='font-family:宋体;mso-ascii-font-family:"Times New Roman";mso-hansi-font-family:
"Times New Roman"'>使用者：客户经理</span></p>

<p class=MsoNormal><b style='mso-bidi-font-weight:normal'><span
style='font-size:14.0pt;font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>查询</span></b><b style='mso-bidi-font-weight:
normal'><span lang=EN-US style='font-size:14.0pt'><o:p></o:p></span></b></p>

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<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>按条件查询：客户编号、名称、客户经理、客户等级、地区</span></p>

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font-family:宋体;mso-ascii-font-family:"Times New Roman";mso-hansi-font-family:
"Times New Roman"'>编辑</span></b><b><span lang=EN-US style='font-size:14.0pt;
mso-bidi-font-size:12.0pt'><o:p></o:p></span></b></p>

<p class=MsoNormal style='text-indent:21.0pt'><span style='font-family:宋体;
mso-ascii-font-family:"Times New Roman";mso-hansi-font-family:"Times New Roman"'>可以修改客户编号、名称、地区、客户经理、客户等级、客户满意度、客户信用度、地址、邮政编码、电话、传真、网址、营业执照注册号、法人、注册资金、年营业额、开户银行、银行账号、地税登记号、国税登记号。</span></p>

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<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>修改好了，按保存</span></p>

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<p class=MsoNormal><b><span style='font-size:14.0pt;mso-bidi-font-size:12.0pt;
font-family:宋体;mso-ascii-font-family:"Times New Roman";mso-hansi-font-family:
"Times New Roman"'>新建</span></b><b><span lang=EN-US style='font-size:14.0pt;
mso-bidi-font-size:12.0pt'><o:p></o:p></span></b></p>

<p class=MsoNormal style='text-indent:21.0pt'><span style='font-family:宋体;
mso-ascii-font-family:"Times New Roman";mso-hansi-font-family:"Times New Roman"'>如下图所示、有红色的一定要写，不然就保存不了。</span></p>

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<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>写好了，保存。</span></p>

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<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>新建成功了！！！</span></p>

<p class=MsoNormal><span lang=EN-US><o:p>&nbsp;</o:p></span></p>

<p class=MsoNormal><b style='mso-bidi-font-weight:normal'><span
style='font-size:14.0pt;font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>联系人</span></b><b style='mso-bidi-font-weight:
normal'><span lang=EN-US style='font-size:14.0pt'><o:p></o:p></span></b></p>

<p class=MsoNormal><span style='mso-bidi-font-size:10.5pt;font-family:宋体;
mso-ascii-font-family:"Times New Roman";mso-hansi-font-family:"Times New Roman"'>按一下红色的方框，就跳到联系人的面板了。</span><span
lang=EN-US style='mso-bidi-font-size:10.5pt'><o:p></o:p></span></p>

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<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>每个客户可以有多个联系人</span></p>

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<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>新建联系人时要输入姓名、性别、职位和办公电话，必输。还可输入手机号码和备注信息。</span></p>

<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>注意：联系人是属于某个客户的。</span></p>

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<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>编辑联系人时姓名、性别、职位和办公电话为必输项。</span></p>

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<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>选择一个客户，显示其所有联系人的列表，从中选择进行编辑或删除操作，还可以给该客户添加联系人。</span></p>

<p class=MsoNormal><b style='mso-bidi-font-weight:normal'><span
style='font-size:14.0pt;font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>交往记录</span></b><b style='mso-bidi-font-weight:
normal'><span lang=EN-US style='font-size:14.0pt'><o:p></o:p></span></b></p>

<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>客户经理完成客户服务后，需记录和客户交往的内容，特别是里程碑事件或有重大影响的事件。</span><b
style='mso-bidi-font-weight:normal'><span lang=EN-US style='font-size:14.0pt'><o:p></o:p></span></b></p>

<p class=MsoNormal><span style='font-family:宋体;mso-ascii-font-family:"Times New Roman";
mso-hansi-font-family:"Times New Roman"'>添加一个客户交往记录时需要记录事件发生的日期、地点、概要和详细信息，还可以填写一个备注信息。</span></p>

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<p class=MsoNormal><span lang=EN-US style='mso-bidi-font-size:10.5pt'><o:p>&nbsp;</o:p></span></p>

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